Ian Macoun, MD of Pinnacle Investment Management, believes in the benefits of investing with boutique managers and the benefits to PM’s of setting up their own company with institutional level support.
Cameron Crees, Associate in Collyer Bristow’s trusts, tax and estate planning team writes that, for centuries, trusts have been a key way that assets can be ringfenced and passed to beneficiaries in a controlled manner, often with a specified purpose.
Alex Davies, CEO and Founder of Wealth Club has found the good points in the mini-budget, noting that both the VCT and EIS schemes will be extended.
Findings of a study by CoreData reveal a significant shift of focus from public to private markets. Report by Harriet O’Brien.
With a potential recession on the horizon, many business owners and individuals will be wondering what steps, if any, they can take to manage costs going forward. Bhavini Kalaria Partner, Litigation and John O Donovan, Partner, Banking & Finance at Harold Benjamin Solicitors report.
Private and commercial banking firm Arbuthnot Latham offers its take on how investors can deal with the bear market. Report by Harriet O'Brien.
SEI's Global Head of Advice Solutions, Russell Andrews, is concerned that as adviser technology continues to evolve and grow, it might not factor in to emotional, cognitive and behavioural engagements.
Nick Lindsay, a solicitor and director of Elemental CoSec, a UK-regulated agent who are providing verification services for the register of overseas entities, writes that for individuals engaged in UK property transactions, the 5th September may be a critical deadline.
A new study by wealth and asset management specialist Simplify Consulting reveals that women in UK financial services continue to experience marked and regular gender discrimination. But there are ways to resolve this, as Simplify’s founder Kate Monserrate tells Harriet O’Brien.
Lindsey Rix, the newly arrived CEO at Canada Life, has a three-point plan for taking the company forward.
A new register for foreign companies that own land in the UK is the latest idea for tackling dirty money in the system. John Binns, partner in the financial crime team at BCL Solicitors LLP asks if it will work, and is it worth it?
Based in the Channel Islands, the UK mainland and the Isle of Man, Ravenscroft is an independently owned investment services group with GBP8.3 billion assets under management. Chief Investment Officer Kevin Boscher talks to Harriet O’Brien about the current market outlook.